Make the Most of 2025: Essential Year-End Options to Consider
Year-End Planning Strategies to Strengthen Your 2026 Outlook
As the year winds down, the financial decisions you make now can have a lasting impact on your 2026 outlook. From taxes and investments to income planning, there’s still time to take advantage of key opportunities before December 31.
Join Senior Wealth Manager Ryan Walker, CFP®, CEPA, for an educational session on how to strengthen your financial plan before the year ends. You’ll learn what to review, adjust, and prepare so you can start 2026 on the right track.
We covered:
✔ Year-End Essentials – Key moves to consider before December 31 to help reduce taxes and optimize your portfolio.
✔ Coordinated Planning – How to align your investment, tax, and income strategies for the year ahead.
✔ For Families & Business Owners – Planning opportunities designed to support your family goals and business success.
Watch Now for practical guidance to help you close out the year with confidence.
Ryan Walker CFP®, CEPA
Deputy Chief Investment Officer, Portfolio Manager
Ryan Walker began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment. Before joining SAM, he served as an Associate Financial Planner at Prosperity Wealth Planning. Ryan also spent approximately eight years with Fisher Investments, where he supported clients in achieving their financial and retirement goals.
Ryan holds a bachelor’s degree in Operations Management with a concentration in Finance from Bridgewater State University in Massachusetts. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.
Originally from the Boston area, Ryan has called the West Coast home since 2013. He resides in Southwest Washington state with his daughter and partner. In his free time, Ryan enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.
Contact SAM:
info@stansberryam.com
1600 Solana Blvd.
Suite 8100
Westlake, TX 76262